Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Anjali Jaiswal

Anjali Jaiswal

Kalyan

Summary

Senior Financial Services Associate with 6 years of experience in transfer agency operations and client servicing. Achievements include multiple Spot Awards and Quarterly Excellence Awards for outstanding performance. Proficient in data management and UAT testing, with expertise in tools like Citrix and Tableau. Committed to enhancing operational efficiency and client satisfaction through proven skills.

Overview

6
6
years of professional experience

Work History

Senior Financial Services Associate

SS&C Technologies
Mumbai
12.2019 - Current
  • Managed customer inquiries regarding financial products and services.
  • Executed various processes for St. James Place and Rowan Dartington, including client updates and bank verifications.
  • Conducted User Acceptance Testing (UAT) for bereavement process and RD migration.
  • Facilitated training sessions for new joiners while serving as a quality coach.
  • Pioneered employee forum group to enhance team engagement and communication.
  • Collaborated with applications like Citrix and Tableau to streamline operations.
  • Led migration project during six-month onshore assignment in UK, ensuring smooth transition.
  • Recognized with multiple Spot Awards and Quarterly Excellence Awards for outstanding contributions.

Education

Masters in Commerce - Commerce

Mumbai University
Mumbai
04-2021

Skills

  • Financial analysis
  • Client relationship management
  • User acceptance testing
  • Regulatory compliance
  • Data visualization
  • Team collaboration

Accomplishments

Spot Award for Exibiting Exemplary performance for the Month of May 2021

Timeline

Senior Financial Services Associate

SS&C Technologies
12.2019 - Current

Masters in Commerce - Commerce

Mumbai University
Anjali Jaiswal